See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
KERBER, ECK & BRAECKEL LLP11+ years Filed as: KERBER, ECK & BRAECKEL, LLP Service code 10 · EIN 43-0352985 3266 LEXINGTON AVE · CAPE GIRARDEAU, MO 63701 | Accounting | $42,325 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $21,760 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,950 | $92,745-95.7% | $89,340-95.6% | $103,975-96.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 69.6%+30.4pp | 72.5%+27.5pp |
| Annual return | 12.59% | 13.58%-1.0pp | 20.57%-8.0pp | 19.41%-6.8pp |
| Employer contribution / active EE | $266 | $3,754-92.9% | $2,231-88.1% | $3,722-92.9% |
| Participant deferral / active EE | $0 | $4,592-100.0% | $3,823-100.0% | $5,343-100.0% |
| Admin fee / account holder | $22 | $146-85.2% | $6,704-99.7% | $332-93.5% |